Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.5B
AUM Growth
+$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$58.5M
3
+$56.2M
4
GE icon
GE Aerospace
GE
+$54M
5
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$52.6M

Top Sells

1
+$77.1M
2
+$55.7M
3
+$53.9M
4
BSY icon
Bentley Systems
BSY
+$49.8M
5
LSCC icon
Lattice Semiconductor
LSCC
+$48.2M

Sector Composition

1 Technology 19.02%
2 Financials 13.13%
3 Industrials 10.6%
4 Consumer Discretionary 8.31%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3.12M 0.01%
+155,560
827
$3.12M 0.01%
38,910
-6,599
828
$3.1M 0.01%
105,369
+1,711
829
$3.08M 0.01%
19,219
-509
830
$3.05M 0.01%
66,902
+4,133
831
$3.05M 0.01%
26,551
-157
832
$3.03M 0.01%
40,827
+331
833
$3.02M 0.01%
48,464
+5,481
834
$3.01M 0.01%
35,640
+133
835
$3M 0.01%
137,910
+20,268
836
$2.97M 0.01%
23,920
+2,168
837
$2.96M 0.01%
220,580
+21,096
838
$2.96M 0.01%
+10,157
839
$2.96M 0.01%
23,749
+13,341
840
$2.96M 0.01%
93,143
-4,652
841
$2.95M 0.01%
58,905
+18,281
842
$2.95M 0.01%
57,786
+3,886
843
$2.94M 0.01%
43,556
-2,799
844
$2.93M 0.01%
47,168
-4,981
845
$2.91M 0.01%
49,680
+1,502
846
$2.91M 0.01%
57,303
-1,775
847
$2.91M 0.01%
42,638
-49
848
$2.89M 0.01%
+76,990
849
$2.89M 0.01%
92,187
-100,206
850
$2.88M 0.01%
28,981
-317
32 33
34
35 36